Case Study: Robson Lister Wealth Management streamlines leave tracking with e-days

Robson Lister Wealth Management: Removing manual processes and embracing automation

Robson Lister Wealth Management, a Sutton Coldfield-based financial planning firm, needed to replace time-consuming manual paper and spreadsheet processes for leave tracking and absence management. e-days, using its Leave Tracking & Absence Management platform, was brought in to help address the risk of errors and the effort required to keep multiple team records up to date.

e-days implemented a web-based absence management solution with features including holiday booking, reporting, team calendars, overtime and TOIL tracking, long service awards, and minimum staffing controls. The result was a streamlined process that saved significant time and money on administration, with 19 e-days users supported by dedicated implementation and responsive ongoing support.

Robson Lister Wealth Management